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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (36810)1/17/2001 8:01:46 PM
From: JRH  Read Replies (3) of 54805
 
W & W update

The W&W Portfolio was created to keep track of emerging companies who have Gorilla (and, to a smaller degree, Kings) potential. For 2001, I am going to modify this to contain companies who, under normal circumstances, would belong to the GKI if they were held widely enough. For example, GMST, the gorilla in the mostly-mature VCR programming market (w/ VCR+) (and potential gorilla in the EPG market), is not widely held enough to belong on the GKI, so it will be added to the W&W.

Information that I am looking for in order to convince me to add a company to the W&W includes the following:

· Market:
1.) What market will this company's products displace (i.e. There must be discontinuous innovation for a gorilla to emerge)?
2.) What's the current market size and what are the 3-5 year projections for this marketplace in terms of size / growth? (i.e. is there a Tornado?)
3.) What other industries could potentially tie into this market and create value chains to the industry leader? (i.e. Gorilla's develop value chains).

· Company:
1.) Evidence that this company currently has a commanding market share or is becoming a standard.
2.) What is the company's market cap? (Hopefully greater than $300 million).
3.) Who are the main competitors, and what do they (the competitors and the company) do differently?
4.) What will it take for this company's products to cross the chasm?

It would also help to have a Project Hunt report posted on the thread. If the company has the gorilla potential that these criteria help identify and there is enough interest on the thread in the company, I will add it to the portfolio.

Questions?

Justin
Sir Chartmeister, W&W portfolio keeper
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